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july1962
December 28, 2018
Question

Can't set up online banking for Capital One

  • December 28, 2018
  • 1 reply
  • 4 views

I've followed all the directions but it's just not working. I go to the "Download Transactions" window and I get a message box that says before I can download transactions I must set up online banking, to click "setup" and follow the instructions.

I click "setup." It asks me to find my bank, I do...I choose "Capital One-New." I click Next. Then it says I need to go to the capital one website and download a statement and import it onto QB. I go there, all that's available is a pdf form, so I download it. Then it says to go to the Download Transactions window and select the import file icon to import your statement. But when I open that window, the file I just downloaded is grayed out and unselectable. 

What now?

1 reply

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
December 29, 2018

Hey there, july1962.


Thanks for sharing the steps you’ve performed to set up your online banking. I'd be happy to help get your Capitol One account connected, so you can start importing the transactions.


The first thing to do is update QuickBooks to the latest release. Updating the software improves its performance and can fix issues you get while using QuickBooks.


Here’s how:

 

  1. Go to QuickBooks at the top menu bar.
  2. Then, choose Check for QuickBooks Updates.

To download from the internet:

 

  1. Go to the Downloads & Updates page.
  2. From the Select Product drop-down, choose QuickBooks Mac Desktop.
  3. From the Select Version drop-down, choose the appropriate version or year.
  4. Click on the Search button.
  5. In the Here’s your product section, click on Get the latest updates link.
  6. Then Save/Save File to download the update.


When the download completes, double-click to install the update. You may need to restart Windows after the installation finishes.

 

Once done, let's go ahead and set up online banking. For the step by step process, check out this article: Online Banking (Mac).

 

Please leave me a comment with an update about how things go. I want to make sure that you're taken care of. Have a great weekend.

 

J
july1962Author
December 29, 2018

So, I had already done all that. When I first opened QB, it installed the latest version which appears to be an even newer version than what's offered online in the link you sent. 

I already went through the instructions to set up online banking. However, after downloading the statement, and trying to import it, the file is grayed out so it won't let me choose it. 

The file is a pdf file, is that the right type of file? There were no other options to download anything else but a pdf file.

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